Legal · Example workflow
Index a document production for review
A sortable index of a large production, with key terms and likely duplicates flagged.
Example request
Opposing counsel produced 1,200 pages across 38 PDFs. Build an index in Google Sheets with the date, author, recipients, document type, and a one-line summary for each document. Flag anything that mentions the March shipment delay or our client by name, and note pages that look duplicated or illegible so a paralegal can check them.
How the agent works through it
- Read each PDF in the production folder you share.
- Record dates, parties, and a short summary with page references.
- Flag key terms, likely duplicates, and pages that need a person to look.
What comes back
An index where every row links to its page in the production.
What needs your approval
Attorneys and paralegals decide what matters. Summaries point to pages; they are not legal conclusions.
Sharing with others
The case team works from the index inside the matter project, apart from firm-wide knowledge.